Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Data Protection and Privacy
Restrict Data Processing for Quip

You are here:

  1. Salesforce Help
  2. Docs
  3. Data Protection and Privacy

Restrict Data Processing for Quip

Some situations require you to prevent the processing of your customers’ data. We give you actions to consider so that you can work toward complying with the laws that are important to your company.

Required Editions

Available in: All Editions

Laws and regulations can require you and your company to sometimes restrict the processing of your customers’ data. We’ve listed a few of the laws that are important to many companies collecting and processing their customers’ data.

  • General Data Protection Regulation (GDPR), European Union

  • Federal Rules of Civil Procedure, United States


If you encounter situations that require you to restrict data processing for any of your customers, review these common requests and the procedures related to them.

Common Customer RequestActions to ConsiderThings to Consider
A customer wants to restrict further processing of specific documents or content within documents.
  • Remove other users from a document, so that only you can access it.
  • Export or print a document, and then delete that document from Quip.
  • Create a snapshot of specific data at a specific time using the Quip Root API. For details about the Root API, contact Quip Customer Support.

    Or, ask Salesforce Customer Support for help.

  • Ask your admin to set your site to read-only status.

Account for any integrations with third-party documents management and workflow automation solutions.

If you’ve connected data to Quip through a Live App or Live Data connection, take into account that restricting the processing of a Quip document doesn’t stop any processing outside of Quip.
A customer wants to restrict processing on her profile information.
  • Disable particular users through the Quip Business Portal.
  • Set your site to read-only status.
 If your Quip site uses single sign-on (SSO), consider that the SSO provider may maintain user information.
My customer wants to restrict processing of unstructured data in direct message threads, comment threads, and chat rooms.
  • In chat rooms and direct message threads, export or print the conversations in question, and then delete them from Quip.
  • Create a snapshot of specific data at a specific time using the Quip Root API.

    Or, ask Salesforce Customer Support for help.

  • Set your site to read-only status.
 Quip users can connect chat rooms to external data sources via bots.
 
Loading
Salesforce Help | Article